The $30 billion firm's latest acquisition adds a new location in Arkansas along with roughly $317 million in additional client assets.
The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, onboarding, and operations roles.
The RIA giant is making cross-border clients a priority as the Canada-based firm officially becomes its latest wealth hub.
2024 saw substantial turnover at the top of the financial advice industry; at least half-a-dozen CEOs were replaced or announced they were leaving
The latest figures from DeVoe & Company show consolidation hitting fever pitch, including the most-active ever quarter for deals.
From tech to a focus on client experience, here’s what new RIAs should be drilling down on.
The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia.
The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.
Divorce during the holidays is tough enough. Financial advisors can help their clients make it easier.
Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.
DeVoe & Company survey suggests RIAs will have their work cut out for them around talent management. What should RIAs be focused on?
The serial RIA acquirer's latest partner deepens its presence in North Carolina as well as its capabilities in the qualified retirement plan space.
After previously managing over $495 million collectively, the national RIA's latest additions in Long Island come after a decades-long tenure with their former firm.
A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.
The PE-backed wealth firm overseeing $104 billion in assets is doubling down on the Los Angeles wealth market with its latest strategic integration.
The PE-backed hybrid RIA is expanding its reach in the Pacific Northwest while increasing its assets by $773 million.
The RIA firm's latest partnership extends its reach to 12 states while boosting its assets to $15.9 billion.
The OCIO giant's latest promotions 'highlight its focus on continuity, innovation, and a client-first ethos,' says managing partner.
The prominent woman-led RIA's latest deals add $613 million in assets as well as new footholds in Boston and Dallas.
